Recent Discussions

Discussion List

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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 155 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.76.0

  Closed Coach Natalie 234 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Health Equity investment accounts not syncing

  Closed Nick333 82 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Bay Area Savers 133 views 11 comments 0 points Most recent by Bay Area Savers September 2025Adding and Updating Accounts
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  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  Issues with transfers linking incorrectly

  Closed Jenny T 70 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting
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  Fidelity Net Benefits Connection Update Problem - Retirement Accounts

  Closed macrobb 152 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 2025Adding and Updating Accounts
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 95 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 3 views 0 comments 4 points Most recent by strwrsdbz September 2025Feature Requests
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  Simplifi not working outside usa. Get refund

  Closed EddyH 20 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 12 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 104 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 219 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 221 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Pioneer Valley Credit Union

  Active WPrecanico 13 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution or Biller
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Most recent by ednahatcher September 2025Feature Requests
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  Merged: Show "remaining amount due" in Spending Plan and Bills & Income

  Closed amacondray 1 view 0 comments 1 point Most recent by amacondray September 2025Feature Requests
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 33 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Auto Light / Dark Mode

  Closed tmslayton 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.6K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 38 views 1 comment 2 points Most recent by SRC54 September 2025Feedback
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  Merged: SallieMae

  Closed Benny 1 view 0 comments 0 points Most recent by Benny September 2025Adding and Updating Accounts
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  Merged: Can I mark a closed account as manual and link it to a live account?

  Closed Matt Anfang 1 view 0 comments 1 point Most recent by Matt Anfang September 2025Feature Requests
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 203 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 119 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Transaction activity headers missing on mobile (edited)

  Closed TommyS 32 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting
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  QBP: Include Project Name in Estimates (edited)

  cloudquick 14 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests